Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.

Categories: CRM

Type: insightly/v1

Connections

Version: 1

Basic Auth

Properties

Name	Label	Type	Description	Required
pod	Pod	STRING	Your instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1	true
username	API Key	STRING		true

Actions

Create Contact

Name: createContact

Creates new contact.

Properties

Name	Label	Type	Description	Required
FIRST_NAME	First Name	STRING	The first name of the contact.	true
LAST_NAME	Last Name	STRING	The last name of the contact.	false
EMAIL_ADDRESS	Email Address	STRING	Email address of the contact.	false
PHONE	Phone	STRING	Phone number of the contact.	false
TITLE	Title	STRING	The contact's title in company.	false

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "FIRST_NAME" : "",
    "LAST_NAME" : "",
    "EMAIL_ADDRESS" : "",
    "PHONE" : "",
    "TITLE" : ""
  },
  "type" : "insightly/v1/createContact"
}

Properties

Name	Type	Description
CONTACT_ID	INTEGER	ID of the contact.
FIRST_NAME	STRING	First name of the contact.
LAST_NAME	STRING	Last name of the contact.
EMAIL_ADDRESS	STRING	Email address of the contact.
PHONE	STRING	Phone number of the contact.
TITLE	STRING	The contact's title in company.

Output Example

{
  "CONTACT_ID" : 1,
  "FIRST_NAME" : "",
  "LAST_NAME" : "",
  "EMAIL_ADDRESS" : "",
  "PHONE" : "",
  "TITLE" : ""
}

Create Organization

Name: createOrganization

Creates new organization.

Properties

Name	Label	Type	Description	Required
ORGANISATION_NAME	Organization Name	STRING	The name of the organization.	true
PHONE	Phone	STRING	A contact phone number for the organization.	false
WEBSITE	Website	STRING	The organization's website.	false

Example JSON Structure

{
  "label" : "Create Organization",
  "name" : "createOrganization",
  "parameters" : {
    "ORGANISATION_NAME" : "",
    "PHONE" : "",
    "WEBSITE" : ""
  },
  "type" : "insightly/v1/createOrganization"
}

Properties

Name	Type	Description
ORGANISATION_ID	INTEGER	ID of the organization.
ORGANISATION_NAME	STRING	The name of the organization.
PHONE	STRING	A contact phone number for the organization.
WEBSITE	STRING	The organization's website.

Output Example

{
  "ORGANISATION_ID" : 1,
  "ORGANISATION_NAME" : "",
  "PHONE" : "",
  "WEBSITE" : ""
}

Create Task

Name: createTask

Creates new task.

Properties

Name	Label	Type	Description	Required
TITLE	Title	STRING		true
STATUS	Status	STRING Options Not Started, In Progress, Completed, Deferred, Waiting	Task status	false

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "TITLE" : "",
    "STATUS" : ""
  },
  "type" : "insightly/v1/createTask"
}

Properties

Name	Type	Description
TASK_ID	INTEGER	ID of the task.
TITLE	STRING	Title of the task.
STATUS	STRING	Task status.

Output Example

{
  "TASK_ID" : 1,
  "TITLE" : "",
  "STATUS" : ""
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

Additional Instructions

CONNECTION

API key location

Insightly

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